VII. Operations Plan
This Section's Contents
You can download our Business Plan Template (including a full, customizable financial model) to your computer here.
Functional Roles
[Company Name] will carry out its operations at its headquarters in [Location]. To execute on [Company Name]’s business model, the Company needs to perform several functions, including the following:
Service Functions
- Accounting and Auditing Services
- Tax Preparation Services
- Financial Consulting and Advisory Services
- Customer Service
Administrative Functions
- General and administrative functions including legal/compliance, marketing, bookkeeping, etc.
- Hiring and training staff
- Brand management/social media
Milestones
The following are a series of steps that lead to our vision of long-term success. [Company Name] expects to achieve the following milestones in the following [xyz] months:
| Date | Milestone |
|---|---|
| [Date 1] | Finalize lease agreement |
| [Date 2] | Design and build out [Company Name] |
| [Date 3] | Hire and train initial staff |
| [Date 4] | Kickoff of promotional campaign |
| [Date 5] | Launch [Company Name] |
| [Date 6] | Reach break-even |
